LifePlan Financial Group’s IBM IBM Stock Holding History

LifePlan Financial Group’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$237K	Hold	2,034	–	–	0.1%	117
2020 Q2	$235K	Buy	2,034 +1,657	+440%	+$192K	0.11%	111
2020 Q1	$40K	Buy	377 +105	+39%	+$13.3K	0.02%	245
2019 Q4	$35K	Hold	272	–	–	0.02%	286
2019 Q3	$38K	Hold	272	–	–	0.02%	274
2019 Q2	$36K	Buy	272 +243	+838%	+$31.9K	0.02%	279
2019 Q1	$4K	Hold	29	–	–	﹤0.01%	472
2018 Q4	$3K	Hold	29	–	–	﹤0.01%	477
2018 Q3	$4K	Hold	29	–	–	﹤0.01%	457
2018 Q2	$4K	Hold	29	–	–	﹤0.01%	440
2018 Q1	$4K	Buy	+29	New	+$4.39K	﹤0.01%	430
2014 Q2	–	Sell	-484	Closed	-$89K	–	127
2014 Q1	$89K	Buy	484 +26	+6%	+$4.58K	0.07%	88
2013 Q4	$82K	Hold	458	–	–	0.06%	89
2013 Q3	$81K	Hold	458	–	–	0.07%	78
2013 Q2	$84K	Buy	+458	New	+$89.2K	0.09%	59

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LifePlan Financial Group's IBM Position: Q3 2020 in Review

LifePlan Financial Group held its IBM (IBM) position steady in Q3 2020 at 2,034 shares worth $237K. The position accounts for 0.1% of the portfolio, ranked #117.

LifePlan Financial Group first reported a position in IBM in Q2 2013 and has held it in 15 quarters since. 1,992 funds tracked by Wall St. Rank hold IBM as of Q3 2020.

LifePlan Financial Group held 2,034 shares of IBM worth $237K as of Q3 2020.
LifePlan Financial Group left its IBM share count unchanged in Q3 2020.
IBM made up 0.1% of LifePlan Financial Group's portfolio in Q3 2020, its #117 holding.
LifePlan Financial Group first reported a position in IBM in Q2 2013 and has held it in 15 quarters since.
1,992 funds tracked by Wall St. Rank held IBM as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.